Purchases and Sales Made in Q4 2022 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
83+ 3.11% |
$29.7K - $34K
|
2.75K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
83+ 0.26% |
$29.7K - $34K
|
32.1K
$19.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
82+ 6.75% |
$29.4K - $33.6K
|
1.3K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 0.35% |
$29.4K - $33.6K
|
23.5K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
82+ 1.78% |
$29.4K - $33.6K
|
4.68K
$2.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
81+ 0.05% |
$29K - $33.2K
|
176K
$108M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
81+ 6.89% |
$29K - $33.2K
|
1.26K
$772K
|
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
80+ 1.11% |
$28.6K - $32.7K
|
7.32K
$4.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
80+ 11.51% |
$28.6K - $32.7K
|
775
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
78+ 6.7% |
$27.9K - $31.9K
|
1.24K
$763K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
77+ 7.06% |
$27.6K - $31.5K
|
1.17K
$717K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
77+ 3.03% |
$27.6K - $31.5K
|
2.62K
$1.61M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
76+ 8.65% |
$27.2K - $31.1K
|
955
$587K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
75+ 7.0% |
$26.8K - $30.7K
|
1.15K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
75+ 3.92% |
$26.8K - $30.7K
|
1.99K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
75+ 0.37% |
$26.8K - $30.7K
|
20.2K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
73+ 1.25% |
$26.1K - $29.9K
|
5.91K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
72+ 0.65% |
$25.8K - $29.5K
|
11.2K
$6.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
71+ 4.47% |
$25.4K - $29.1K
|
1.66K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
69+ 4.6% |
$24.7K - $28.2K
|
1.57K
$964K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67New |
$24K - $27.4K
|
67
$41.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
66+ 2.81% |
$23.6K - $27K
|
2.42K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 17.55% |
$22.6K - $25.8K
|
422
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
60+ 8.72% |
$21.5K - $24.6K
|
748
$460K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 2.42% |
$21.5K - $24.6K
|
2.54K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 15.05% |
$21.1K - $24.1K
|
451
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
59+ 5.6% |
$21.1K - $24.1K
|
1.11K
$684K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
58+ 0.81% |
$20.8K - $23.7K
|
7.2K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
58+ 0.27% |
$20.8K - $23.7K
|
21.9K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57+ 3.03% |
$20.4K - $23.3K
|
1.94K
$1.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
57+ 1.51% |
$20.4K - $23.3K
|
3.83K
$2.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
57+ 1.71% |
$20.4K - $23.3K
|
3.39K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
57+ 1.66% |
$20.4K - $23.3K
|
3.5K
$2.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
55+ 1.96% |
$19.7K - $22.5K
|
2.87K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
55+ 0.52% |
$19.7K - $22.5K
|
10.6K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
54+ 2.25% |
$19.3K - $22.1K
|
2.45K
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
52+ 0.25% |
$18.6K - $21.3K
|
20.5K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
52+ 6.73% |
$18.6K - $21.3K
|
825
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
52+ 6.24% |
$18.6K - $21.3K
|
885
$544K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
51+ 4.94% |
$18.3K - $20.9K
|
1.08K
$666K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
51+ 4.14% |
$18.3K - $20.9K
|
1.28K
$789K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
50New |
$17.9K - $20.5K
|
50
$30.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
50+ 3.72% |
$17.9K - $20.5K
|
1.4K
$857K
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
50+ 1.28% |
$17.9K - $20.5K
|
3.95K
$2.43M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
50+ 0.74% |
$17.9K - $20.5K
|
6.81K
$4.18M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50+ 1.36% |
$17.9K - $20.5K
|
3.73K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49+ 1.04% |
$17.5K - $20.1K
|
4.77K
$2.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.71% |
$17.2K - $19.6K
|
6.78K
$4.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
47+ 1.33% |
$16.8K - $19.2K
|
3.57K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
47+ 0.56% |
$16.8K - $19.2K
|
8.42K
$5.18M
|